NIA Impact Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
6,133
-81
| -1% | -$40.3K | 1.05% | 42 |
|
|
2025
Q1 | $2.33M | Sell |
6,214
-590
| -9% | -$221K | 0.87% | 43 |
|
|
2024
Q4 | $2.87M | Sell |
6,804
-198
| -3% | -$83.5K | 0.93% | 36 |
|
|
2024
Q3 | $3.01M | Sell |
7,002
-125
| -2% | -$53.8K | 1% | 33 |
|
|
2024
Q2 | $3.19M | Buy |
7,127
+531
| +8% | +$237K | 1.14% | 31 |
|
|
2024
Q1 | $2.77M | Buy |
+6,596
| New | +$2.77M | 1.11% | 31 |
|
|
2023
Q2 | $271K | Buy |
838
+13
| +2% | +$4.2K | 0.15% | 48 |
|
|
2023
Q1 | $238K | Buy |
+825
| New | +$238K | 0.13% | 50 |
|
|
2022
Q3 | – | Sell |
-794
| Closed | -$204K | – | 67 |
|
|
2022
Q2 | $204K | Hold |
794
| – | – | 0.12% | 64 |
|
|
2022
Q1 | $245K | Buy |
794
+79
| +11% | +$24.4K | 0.12% | 59 |
|
|
2021
Q4 | $216K | Sell |
715
-385
| -35% | -$116K | 0.11% | 56 |
|
|
2021
Q3 | $310K | Buy |
1,100
+1
| +0.1% | +$282 | 0.13% | 54 |
|
|
2021
Q2 | $298K | Buy |
1,099
+2
| +0.2% | +$542 | 0.15% | 51 |
|
|
2021
Q1 | $259K | Buy |
1,097
+2
| +0.2% | +$472 | 0.14% | 50 |
|
|
2020
Q4 | $239K | Buy |
+1,095
| New | +$239K | 0.12% | 51 |
|